Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,442 | $124,425+86.8% | $112,040+107.5% | $137,256+69.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.87% | 24.72%-14.8pp | 24.52%-14.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,381 | $3,411-30.2% | $2,954-19.4% | $4,156-42.7% |
| Participant deferral / active EE | $9,829 | $5,718+71.9% | $5,098+92.8% | $6,407+53.4% |
| Admin fee / account holder | $5,380 | $15,207-64.6% | $12,098-55.5% | $12,270-56.2% |